Webcast will cover the "other plan options" of a SIMPLE, SEP and Starter(k)s. Discover the type of plan that are options for the employers you work with along with some of the options that are not available in these types of plans. We will also cover the rules for SIMPLE conversions to a 401(k) plan mid-year. .

About the Speaker
Theresa Conti has been a leader in the Retirement Plan Industry for more than 30 years. In 1998 she started her firm Sunwest Pensions which she sold to July Business Services in 2023. She holds many designations with NIPA and ASPPA along with an ERPA. Theresa has served on various boards over the years and currently sits on the board of WIPN, Junior Achievement of Arizona and the Fountain Hills Community Foundation. She is now working on various consulting projects and speaking engagements in the retirement and financial services space.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.